Josh's reviews
Reviewed for
Insurance and Protection ( 13 )
Pensions ( 43 )
Retirement income (annuities, drawdown) ( 13 )
Auto Enrolment ( 1 )
Investments and Savings ( 28 )
Pension Transfers - Non Specialist ( 12 )
Inheritance Planning ( 9 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 8 )
Financial Planning ( 14 )
Financial Mentoring ( 4 )
Financial Coaching ( 5 )
Reviewers' assets
£500k+ ( 5 )
£200k - £500k ( 3 )
£100k - £200k ( 9 )
£50k - 100k ( 6 )
Up to £50k ( 3 )
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
Review
by a verified client in West Yorkshire
21 hours ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
In the years coming up to retirement, I wanted to make sure I had a plan and that I would be comfortable in my retirement. I needed advice on my Savings, how to make them work for me and the best path to take.
How has Josh Brooks helped you?
Josh took into account my incoming/outgoings and came up with a plan. There was no pressure to do any of the suggestions, it was entirely my choice but I trust his judgement and advice. We have annual reviews on how things are going and if anything needs to be changed. I also know that if I needed to contact him about if anything was to change in my circumstances, he would be prompt in his reply & would have the advice I needed.
Have you seen the outcome you were hoping for?
Things are going well so far.
What could they have done better?
I don't believe Josh could have done anything better.
Review
by a verified client in Lancashire
2 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Sold a business and needed financial advice.
How has Josh Brooks helped you?
Josh has sorted out our pensions and investments, life assurance, and inheritance planning. He has also helped us start investing for our children's futures.
Have you seen the outcome you were hoping for?
Yes, we're very happy with the situation we are now in.
What could they have done better?
Can't think of anything off hand.
Review
by a verified client in Lancashire
5 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Desire to invest money in order to create a more financially-secure future
How has Josh Brooks helped you?
He has kept in close contact and is always available to respond to a phone message etc.I have planned for a trip to the U S next year and have discussed costings and preparations for necessary holiday finance.
Have you seen the outcome you were hoping for?
I am very happy with Josh's imput and very satisfied with his guidance and advice.
What could they have done better?
As indicated,at present I have no qualms about anything.
First impression
by a VouchedFor user
a month ago
Overall
Please provide a brief comment about your experience with Josh
Josh was amazing, very professional & explained everything to me. I wouldn't hesitate to recommend Josh to any of my family and friends.
Review
by a verified client in Cheshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Approaching retirement with no real plan.
How has Josh Brooks helped you?
Identified all areas that need reviewing and suggested a way forward
Have you seen the outcome you were hoping for?
Too early yet but I anticipate a positive outcome.
What could they have done better?
Not sure, I'm confident he covered all possibilities/eventualities.